Q3'21 U.S. Power Forecast: The Investment Crucible – How the Commodities Meltdown Reshapes Power Generation

Overview

Title: Q3'21 U.S. Power Forecast: The Investment Crucible – How the Commodities Meltdown Reshapes Power Generation

Duration: 1 hour

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Summary

Power markets, already overheated during the second quarter of 2021, went supernova in the third quarter joining the global surge in commodities. How does the higher price environment, potentially lasting several years, impact generation investment decisions?

To explore this question, we will discuss 'crucible' regions where technology options appear likely to compete head-to-head. These provide indications of how the market-moving events of this year could turn into investment moving events in the years ahead. 

Join S&P Global Market Intelligence's power forecast team to review market dynamics of the natural gas, solar, and storage segments from our latest Q3 findings.

  • How do investment dynamics change as the low-cost gas era ends in PJM and the Regional Greenhouse Gas Initiative expands?
  • Desert Southwest – Does the nation's newest premium power market create an opening for battery storage?
  • How much do higher fossil prices boost the economic case for solar investment?

Speakers
Ian Campbell (Moderator)
Senior Product Manager, Energy
S&P Global Market Intelligence
Katherine McCaffrey, PhD
Analyst Energy Research
S&P Global Market Intelligence
Kristin Larson, PhD
Principal Analyst, Energy Research
S&P Global Market Intelligence
Steve Piper
Director of Energy Research
S&P Global Market Intelligence
 
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